Questionnaire Public Report |
04/09/2019 03:31:00 PM |
|
Cohort: |
National Longitudinal Survey of
Youth 1979 |
|
Round: |
NLSY79 Round 28 |
|
Instrument : |
R28 Youth Main Field |
RETIRE_FIN_INTRO |
Section: Retirement Expectations |
Next I have a few questions about your plans for
the future.
People rely on various sources of income when they are older. These may include
Social Security, retirement savings, new jobs, or assistance from family. I'd
like to ask about the resources you plan to rely on when you reach the age at
which most people retire.
Default Next: |
|
Lead-In: |
ROTTER_LINT [1:1],
TIPI10 [Default] |
RETIRE_FIN_DISCHK |
Section: Retirement Expectations |
[{R_disability}]==1
If
Answer = 1 Then Go To RETIRE_FIN_DIS
Default Next: |
|
Lead-In: |
RETIRE_FIN_INTRO [Default] |
RETIRE_FIN_DIS |
Section:
Retirement Expectations |
You mentioned earlier that you were receiving
disability payments. Will you continue to get disability payments in
retirement?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_DISCHK [1:1] |
RETIRE_FIN_SSCHK1 |
Section: Retirement Expectations |
[{R_socialsec}]==1
If
Answer = 1 Then Go To RETIRE_FIN_SSCHK2
Default Next: |
|
Lead-In: |
RETIRE_FIN_DISCHK [Default],
RETIRE_FIN_DIS [Default] |
RETIRE_FIN_SSCHK2 |
Section: Retirement Expectations |
[{rsocsec_pcy}]==0
If
Answer = 1 Then Go To RETIRE_FIN_SS2A_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SSCHK1 [1:1] |
RETIRE_FIN_SS2A_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SS2A_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SSCHK2 [1:1] |
RETIRE_FIN_SS2A |
Section:
Retirement Expectations |
You told us earlier that you were receiving
Social Security retirement benefits.
About how much are those benefits, per month?
INTERVIEWER: WE WILL ONLY ASK ABOUT THE
RESPONDENT'S SOCIAL SECURITY RETIREMENT BENEFITS IN THIS QUESTION. WE WILL ASK
ABOUT THE SPOUSE/PARTNER'S LATER.
|
|
If Answer =
-2 Then Go To RETIRE_FIN_SS2A_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SS2A_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_REF_1 [Default] |
RETIRE_FIN_SS2A_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SS2A_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SS2A_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_SR000001 [Default] |
RETIRE_FIN_SS2A_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from farm/business/professional
practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 ||
[{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}]
== -1 || [{rpensions_refe}] == -1 ||
[{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}]==-1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SS2B
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_REF_1 [1:1],
RETIRE_FIN_SS2A [‑1:-1],
RETIRE_FIN_SS2A_SR000002 [‑2:-1] |
RETIRE_FIN_SS2A_UAB_A |
Section: Retirement Expectations |
(READ IF NECESSARY: You told us earlier that you were receiving Social Security
retirement benefits. About how much are those benefits, per month?)
Would it amount to $1,500 or more?
|
1 YES ...(Go To RETIRE_FIN_SS2A_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SS2A_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_REF_2 [Default] |
RETIRE_FIN_SS2A_UAB_B |
Section: Retirement Expectations |
Would it amount to $1000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_UAB_A [0:0] |
RETIRE_FIN_SS2A_UAB_C |
Section: Retirement Expectations |
Would it amount to $2,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_UAB_A [1:1] |
RETIRE_FIN_SS2B |
Section:
Retirement Expectations |
(You told us earlier that you were receiving
Social Security retirement benefits.) At what age did you claim these?
|
|
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS2A_REF_2 [1:1],
RETIRE_FIN_SSCHK2 [Default],
RETIRE_FIN_SS2A [Default],
RETIRE_FIN_SS2A_SR000002 [Default],
RETIRE_FIN_SS2A_UAB_A [Default],
RETIRE_FIN_SS2A_UAB_B [Default],
RETIRE_FIN_SS2A_UAB_C [Default] |
RETIRE_FIN_SS3 |
Section:
Retirement Expectations |
Do you expect to receive Social Security
retirement benefits at some time in the future?
|
1 YES ...(Go
To RETIRE_FIN_SS4) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SSCHK1 [Default] |
RETIRE_FIN_SS4 |
Section:
Retirement Expectations |
At what age do you expect to start collecting
these retirement benefits?
|
|
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS3 [1:1] |
RETIRE_FIN_SS5_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SS5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS4 [Default] |
RETIRE_FIN_SS5 |
Section:
Retirement Expectations |
About how much will those benefits be per month?
|
|
If Answer =
-2 Then Go To RETIRE_FIN_SS5_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SS5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_REF_1 [Default] |
RETIRE_FIN_SS5_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SS5_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SS5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_SR000001 [Default] |
RETIRE_FIN_SS5_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 || [estimate
market value respondent/spar received from estates/trusts/inheritances since
dli] == -1 || [estimate income received by respondent/spar in past calendar
year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PENCHK1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_REF_1 [1:1],
RETIRE_FIN_SS5 [‑1:-1],
RETIRE_FIN_SS5_SR000002 [‑2:-1] |
RETIRE_FIN_SS5_UAB_A |
Section: Retirement Expectations |
[About how much will those benefits be per
month?]
Would it amount to $1,500 or more?
|
1 YES ...(Go To RETIRE_FIN_SS5_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SS5_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_REF_2 [Default] |
RETIRE_FIN_SS5_UAB_B |
Section: Retirement Expectations |
Would it amount to $1000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_UAB_A [0:0] |
RETIRE_FIN_SS5_UAB_C |
Section: Retirement Expectations |
Would it amount to $2,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_UAB_A [1:1] |
RETIRE_FIN_PENCHK1 |
Section: Retirement Expectations |
[{R_pension}]==1
If
Answer = 1 Then Go To RETIRE_FIN_PEN2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SS5_REF_2 [1:1],
RETIRE_FIN_SS2B [Default],
RETIRE_FIN_SS3 [Default],
RETIRE_FIN_SS5 [Default],
RETIRE_FIN_SS5_SR000002 [Default],
RETIRE_FIN_SS5_UAB_A [Default],
RETIRE_FIN_SS5_UAB_B [Default],
RETIRE_FIN_SS5_UAB_C [Default] |
RETIRE_FIN_PEN1 |
Section:
Retirement Expectations |
Do you have a retirement plan from a current or former
employer including the military?
(READ IF NECESSARY:
These plans include 403Bs, 457 plans Thrift Savings Plans, profit sharing, or
stock bonus plans as well as traditional pension plans which use years of
service and salary to determine a monthly benefit.)
|
1 YES ...(Go
To RETIRE_FIN_PEN2) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PENCHK1 [Default] |
RETIRE_FIN_PEN2 |
Section:
Retirement Expectations |
There are two basic kinds of retirement plans.
We will describe these and see which you might have.
Default Next: |
|
Lead-In: |
RETIRE_FIN_PENCHK1 [1:1],
RETIRE_FIN_PEN1 [1:1] |
RETIRE_FIN_PEN3 |
Section:
Retirement Expectations |
In a defined contribution plan, the worker holds
a retirement account through the employer. The worker, the employer, or both,
make contributions that are invested so the total amount in the account can go
up or down based on how the market does. An example of this type of plan is a
401K. Do you have any defined contribution accounts?
(READ IF NECESSARY:
Other plan types include: 403Bs, 457 plans Thrift Savings Plans, profit
sharing, or stock bonus plans)
IF RESPONDENT VOLUNTEERS THAT THEIR PLAN HAS
FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED BENEFIT PLAN, PLEASE HAVE THEM
ANSWER YES TO BOTH QUESTIONS.
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN2 [Default] |
RETIRE_FIN_PEN4 |
Section:
Retirement Expectations |
A defined benefit plan promises a specific
monthly amount at retirement. The amount the worker gets is usually calculated
by a fixed formula based on factors such as years of service and salary. Do you
have any defined benefit plans?
(READ IF NECESSARY:
Some people think of this type of plan as a ‘traditional pension plan'.)
IF RESPONDENT VOLUNTEERS THAT THEIR PLAN HAS
FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED CONTRIBUTION PLAN, PLEASE HAVE
THEM ANSWER YES TO BOTH QUESTIONS.
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN3 [Default] |
RETIRE_FIN_PEN5 |
Section:
Retirement Expectations |
Do you have any other types of retirement plans
from your current or past employers that we haven't already discussed?
|
1 YES |
|
2 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN4 [Default] |
RETIRE_FIN_PENCHK2 |
Section: Retirement Expectations |
[{PEN_DB}]==1
If
Answer = 1 Then Go To RETIRE_FIN_PEN6
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN5 [Default] |
RETIRE_FIN_PEN6 |
Section:
Retirement Expectations |
Are you currently receiving any payments from
your defined benefit plans?
READ IF NECESSARY:
These benefits are determined through a formula involving salary and years of
service. These plans are sometimes thought of as Traditional Retirement Plans.
Please include any pension income that you told me about earlier when I was
asking about your income in calendar year 2017.
|
1 YES ...(Go
To RETIRE_FIN_PEN7_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PENCHK2 [1:1] |
RETIRE_FIN_PEN7_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)]
== 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18
refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 ||
[{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}]
== 1 || [{sppensions_ref}] == 1 ||
[{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)]
== 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73
refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1
|| [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 ||
[{retire_fin_ss5_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PEN7_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN6 [1:1] |
RETIRE_FIN_PEN7 |
Section:
Retirement Expectations |
How much are you receiving per month?
|
|
If Answer =
-2 Then Go To RETIRE_FIN_PEN7_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN7_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_REF_1 [Default] |
RETIRE_FIN_PEN7_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_PEN7_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN7_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_SR000001 [Default] |
RETIRE_FIN_PEN7_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PEN8
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_REF_1 [1:1],
RETIRE_FIN_PEN7 [‑1:-1],
RETIRE_FIN_PEN7_SR000002 [‑2:-1] |
RETIRE_FIN_PEN7_UAB_A |
Section: Retirement Expectations |
[How much are you receiving per month?]
Would it amount to $2,500 or more?
|
1 YES ...(Go To RETIRE_FIN_PEN7_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_PEN7_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_REF_2 [Default] |
RETIRE_FIN_PEN7_UAB_B |
Section: Retirement Expectations |
Would it amount to $1,200 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_UAB_A [0:0] |
RETIRE_FIN_PEN7_UAB_C |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_UAB_A [1:1] |
RETIRE_FIN_PEN8 |
Section:
Retirement Expectations |
Do you have other defined benefit plans from
which you have not started to receive benefits yet?
|
1 YES ...(Go
To RETIRE_FIN_PEN9_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN7_REF_2 [1:1],
RETIRE_FIN_PEN7 [Default],
RETIRE_FIN_PEN7_SR000002 [Default],
RETIRE_FIN_PEN7_UAB_A [Default],
RETIRE_FIN_PEN7_UAB_B [Default],
RETIRE_FIN_PEN7_UAB_C [Default] |
RETIRE_FIN_PEN9_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PEN9_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN8 [1:1] |
RETIRE_FIN_PEN9 |
Section:
Retirement Expectations |
Once all these plans begin to pay out, about how
much in total will you be receiving per month from all your defined benefit
plans? Please include any amount from other defined benefit plans that you are
already receiving.
|
|
If Answer =
-2 Then Go To RETIRE_FIN_PEN9_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN9_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_REF_1 [Default] |
RETIRE_FIN_PEN9_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_PEN9_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN9_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_SR000001 [Default] |
RETIRE_FIN_PEN9_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PEN10_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_REF_1 [1:1],
RETIRE_FIN_PEN9 [‑1:-1],
RETIRE_FIN_PEN9_SR000002 [‑2:-1] |
RETIRE_FIN_PEN9_UAB_A |
Section: Retirement Expectations |
[Once all these plans begin to pay out, about
how much in total will you be receiving per month from all your defined benefit
plans? Please include any amount from other defined benefit plans that you are
already receiving.]
Would it amount to $2,500 or more?
|
1 YES ...(Go To RETIRE_FIN_PEN9_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_PEN9_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_REF_2 [Default] |
RETIRE_FIN_PEN9_UAB_B |
Section: Retirement Expectations |
Would it amount to $1200 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_UAB_A [0:0] |
RETIRE_FIN_PEN9_UAB_C |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_UAB_A [1:1] |
RETIRE_FIN_PEN10_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PEN10_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN9_REF_2 [1:1],
RETIRE_FIN_PEN6 [Default],
RETIRE_FIN_PEN9 [Default],
RETIRE_FIN_PEN9_SR000002 [Default],
RETIRE_FIN_PEN9_UAB_A [Default],
RETIRE_FIN_PEN9_UAB_B [Default],
RETIRE_FIN_PEN9_UAB_C [Default] |
RETIRE_FIN_PENCHK3 |
Section: Retirement Expectations |
[{PEN_DB_NOR}]==0
If
Answer = 1 Then Go To RETIRE_FIN_PEN10
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_REF_1 [Default] |
RETIRE_FIN_PEN10 |
Section: Retirement Expectations |
In total, about how much do you expect to
receive from these defined benefit plans per month
in the future?
|
|
If Answer =
-2 Then Go To RETIRE_FIN_PEN10_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN10_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PENCHK3 [1:1] |
RETIRE_FIN_PEN10_SR000001 |
Section: Retirement Expectations |
(READ IF NECESSARY: In total, about how much do you expect to receive from these
defined benefit plans per month in the future?)
Can you give me an approximate range for that amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_PEN10_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN10_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_SR000001 [Default] |
RETIRE_FIN_PEN10_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}]
== -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}]
== -1 || [{rpensions_refe}] == -1 ||
[{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}]
== -1 || [estimate amount spar received from wages, salary, commissions and
tips from all (other) jobs, before deductions for taxes or anything else] == -1
|| [amount spouse received after expenses from farm/business/professional practice]
== -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}]
== -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 ||
[q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)]
== -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 ||
[{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PENCHK4
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_REF_1 [1:1],
RETIRE_FIN_PEN10 [‑1:-1],
RETIRE_FIN_PEN10_SR000002 [‑2:-1] |
RETIRE_FIN_PEN10_UAB_A |
Section: Retirement Expectations |
(READ IF NECESSARY: In total, about how much do you expect to receive from these
defined benefit plans per month in the future?)
Would it amount to $2,500 or more?
|
1 YES ...(Go To RETIRE_FIN_PEN10_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_PEN10_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_REF_2 [Default] |
RETIRE_FIN_PEN10_UAB_B |
Section: Retirement Expectations |
Would it amount to $1,200 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_UAB_A [0:0] |
RETIRE_FIN_PEN10_UAB_C |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_UAB_A [1:1] |
RETIRE_FIN_PENCHK4 |
Section: Retirement Expectations |
[{PEN_DC}]==1
If
Answer = 1 Then Go To RETIRE_FIN_PEN11_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN10_REF_2 [1:1],
RETIRE_FIN_PENCHK2 [Default],
RETIRE_FIN_PEN8 [Default],
RETIRE_FIN_PENCHK3 [Default],
RETIRE_FIN_PEN10 [Default],
RETIRE_FIN_PEN10_SR000002 [Default],
RETIRE_FIN_PEN10_UAB_A [Default],
RETIRE_FIN_PEN10_UAB_B [Default],
RETIRE_FIN_PEN10_UAB_C [Default] |
RETIRE_FIN_PEN11_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_PEN11_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PENCHK4 [1:1] |
RETIRE_FIN_PEN11 |
Section: Retirement Expectations |
Now thinking about your defined contribution
plans, about how much do you have in these types of account?
(READ IF NECESSARY: These include 401K, 403B, 457, Thift Savings Plans, profit sharing plans, or stock bonus
plans)
|
|
If Answer =
-2 Then Go To RETIRE_FIN_PEN11_SR000001
If Answer = -1 Then Go To RETIRE_FIN_PEN11_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_REF_1 [Default] |
RETIRE_FIN_PEN11_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_PEN11_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_PEN11_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_SR000001 [Default] |
RETIRE_FIN_PEN11_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}]
== -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}]
== -1 || [{rpensions_refe}] == -1 ||
[{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}]
== -1 || [estimate amount spar received from wages, salary, commissions and
tips from all (other) jobs, before deductions for taxes or anything else] == -1
|| [amount spouse received after expenses from farm/business/professional practice]
== -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}]
== -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 ||
[q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)]
== -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 ||
[{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}]
== -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SPCHK
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_REF_1 [1:1],
RETIRE_FIN_PEN11 [‑1:-1],
RETIRE_FIN_PEN11_SR000002 [‑2:-1] |
RETIRE_FIN_PEN11_UAB_A |
Section: Retirement Expectations |
[Now thinking about your defined contribution
plans, about how much do you have in these types of account?]
Would it amount to $6,000 or more?
|
1 YES ...(Go To RETIRE_FIN_PEN11_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_PEN11_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_REF_2 [Default] |
RETIRE_FIN_PEN11_UAB_B |
Section: Retirement Expectations |
Would it amount to $2,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_UAB_A [0:0] |
RETIRE_FIN_PEN11_UAB_C |
Section: Retirement Expectations |
Would it amount to $12,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_UAB_A [1:1] |
RETIRE_FIN_PEN12 |
Section: Retirement Expectations |
Just to confirm, you told us that you don't
expect to receive any benefits from a retirement plan through an employer or
the military. Is that correct?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN1 [Default] |
RETIRE_FIN_SPCHK |
Section: Retirement Expectations |
[spouse in hh?]==1 || [partner in hh?]==1
COMMENT: R has a spouse or partner
If Answer =
1 Then Go To RETIRE_FIN_SP_INTRO
Default Next: |
|
Lead-In: |
RETIRE_FIN_PEN11_REF_2 [1:1],
RETIRE_FIN_PENCHK4 [Default],
RETIRE_FIN_PEN11 [Default],
RETIRE_FIN_PEN11_SR000002 [Default],
RETIRE_FIN_PEN11_UAB_A [Default],
RETIRE_FIN_PEN11_UAB_B [Default],
RETIRE_FIN_PEN11_UAB_C [Default],
RETIRE_FIN_PEN12 [Default] |
RETIRE_FIN_SP_INTRO |
Section: Retirement Expectations |
Because couples often make financial decisions
together, we want to ask you some question about resources [your spouse/partner]
may be entitled to because of the work [S/HE] has done over the years.
Default Next: |
|
Lead-In: |
RETIRE_FIN_SPCHK [1:1] |
RETIRE_FIN_SP_DISCHK1 |
Section: Retirement Expectations |
[{SP_disability}]==1
&& [{SP_SAME_INC}]==1
If
Answer = 1 Then Go To RETIRE_FIN_SP_DIS
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_INTRO [Default] |
RETIRE_FIN_SP_DIS |
Section: Retirement Expectations |
You mentioned earlier that [Spouse/partner's
name] was receiving disability payments. Will [Spouse/partner's name] continue
to get disability payments in retirement?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_DISCHK1 [1:1] |
RETIRE_FIN_SP_SSCHK1 |
Section: Retirement Expectations |
[{sp_socialsec}]==1
&& [{SP_SAME_INC}]==1
If
Answer = 1 Then Go To RETIRE_FIN_SP_SSCHK2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_DISCHK1 [Default],
RETIRE_FIN_SP_DIS [Default] |
RETIRE_FIN_SP_SSCHK2 |
Section: Retirement Expectations |
[{spsocsec_pcy}]==0
If
Answer = 1 Then Go To RETIRE_FIN_SP_SS2A_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SSCHK1 [1:1] |
RETIRE_FIN_SP_SS2A_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_SS2A_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SSCHK2 [1:1] |
RETIRE_FIN_SP_SS2A |
Section: Retirement Expectations |
You told us earlier that [Spouse/partner's name]
was receiving Social Security retirement benefits. About how much are those
benefits, per month?
|
|
If
Answer = -2 Then Go To RETIRE_FIN_SP_SS2A_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_SS2A_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_REF_1 [Default] |
RETIRE_FIN_SP_SS2A_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SP_SS2A_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_SS2A_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_SR000001 [Default] |
RETIRE_FIN_SP_SS2A_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from farm/business/professional
practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 ||
[{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}]
== -1 || [{rpensions_refe}] == -1 ||
[{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)]
== -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate
amount spar received from wages, salary, commissions and tips from all (other)
jobs, before deductions for taxes or anything else] == -1 || [amount spouse
received after expenses from farm/business/professional practice] == -1 ||
[{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 ||
[{spannuities_refe}] == -1 || [{sppensions_refe}]
== -1 || [{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 ||
[{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 ||
[{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_SS2B
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_REF_1 [1:1],
RETIRE_FIN_SP_SS2A [‑1:-1],
RETIRE_FIN_SP_SS2A_SR000002 [‑2:-1] |
RETIRE_FIN_SP_SS2A_UAB_A |
Section: Retirement Expectations |
[(You told us earlier that (spouse/partner) was
receiving Social Security retirement benefits. About how much are those
benefits, per month?)]
Would it amount to $1,500 or more?
|
1 YES ...(Go To RETIRE_FIN_SP_SS2A_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SP_SS2A_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_REF_2 [Default] |
RETIRE_FIN_SP_SS2A_UAB_B |
Section: Retirement Expectations |
Would it amount to $1,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_UAB_A [0:0] |
RETIRE_FIN_SP_SS2A_UAB_C |
Section: Retirement Expectations |
Would it amount to $2,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_UAB_A [1:1] |
RETIRE_FIN_SP_SS2B |
Section: Retirement Expectations |
(You told us earlier that [Spouse/partner's
name] was receiving Social Security retirement benefits.) At what age did
[Spouse/partner's name] claim [his/her] Social Security retirement benefits?
|
|
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS2A_REF_2 [1:1],
RETIRE_FIN_SP_SSCHK2 [Default],
RETIRE_FIN_SP_SS2A [Default],
RETIRE_FIN_SP_SS2A_SR000002 [Default],
RETIRE_FIN_SP_SS2A_UAB_A [Default],
RETIRE_FIN_SP_SS2A_UAB_B [Default],
RETIRE_FIN_SP_SS2A_UAB_C [Default] |
RETIRE_FIN_SP_SS3 |
Section: Retirement Expectations |
Do you expect [Spouse/partner's name] to receive
Social Security retirement benefits at some time in the future?
|
1 YES ...(Go
To RETIRE_FIN_SP_SS4) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SSCHK1 [Default] |
RETIRE_FIN_SP_SS4 |
Section: Retirement Expectations |
At what age do you expect [Spouse/partner's
name] to start collecting these retirement benefits?
|
|
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS3 [1:1] |
RETIRE_FIN_SP_SS5_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_SS5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS4 [Default] |
RETIRE_FIN_SP_SS5 |
Section: Retirement Expectations |
About how much will those benefits be, per
month?
|
|
If
Answer = -2 Then Go To RETIRE_FIN_SP_SS5_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_SS5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_REF_1 [Default] |
RETIRE_FIN_SP_SS5_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SP_SS5_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_SS5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_SR000001 [Default] |
RETIRE_FIN_SP_SS5_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 ||
[{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 ||
[{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 ||
[{retire_fin_sp_ss2a_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_REF_1 [1:1],
RETIRE_FIN_SP_SS5 [‑1:-1],
RETIRE_FIN_SP_SS5_SR000002 [‑2:-1] |
RETIRE_FIN_SP_SS5_UAB_A |
Section: Retirement Expectations |
[(About how much will those benefits be, per
month?)]
Would it amount to $1,500 or more?
|
1 YES ...(Go To RETIRE_FIN_SP_SS5_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SP_SS5_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_REF_2 [Default] |
RETIRE_FIN_SP_SS5_UAB_B |
Section: Retirement Expectations |
Would it amount to $1,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_UAB_A [0:0] |
RETIRE_FIN_SP_SS5_UAB_C |
Section: Retirement Expectations |
Would it amount to $2,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_UAB_A [1:1] |
RETIRE_FIN_SP_PENCHK1 |
Section: Retirement Expectations |
([{sp_pension}]==1 && [{SP_SAME_INC}]==1)
If
Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_SS5_REF_2 [1:1],
RETIRE_FIN_SP_SS2B [Default],
RETIRE_FIN_SP_SS3 [Default],
RETIRE_FIN_SP_SS5 [Default],
RETIRE_FIN_SP_SS5_SR000002 [Default],
RETIRE_FIN_SP_SS5_UAB_A [Default],
RETIRE_FIN_SP_SS5_UAB_B [Default],
RETIRE_FIN_SP_SS5_UAB_C [Default] |
RETIRE_FIN_SP_PEN1 |
Section: Retirement Expectations |
Does [Spouse/partner's name] have a retirement
plan from a current or former employer including the military?
|
1 YES ...(Go
To RETIRE_FIN_SP_PENCHK2) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK1 [Default] |
RETIRE_FIN_SP_PENCHK2 |
Section: Retirement Expectations |
[{R_pension}]==1 ||
([{FIN_R_PENSION}]==1)
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN3B
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK1 [1:1],
RETIRE_FIN_SP_PEN1 [1:1] |
RETIRE_FIN_SP_PEN2 |
Section: Retirement Expectations |
There are two basic kinds of retirement plans.
We will describe these and see which [Spouse/partner's name] might have.
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK2 [Default] |
RETIRE_FIN_SP_PEN3 |
Section: Retirement Expectations |
In a defined contribution plan, the worker holds
a retirement account through the employer. The worker, the employer, or both,
make contributions that are invested so the total amount in the account can go
up or down based on how the market does. An example of this types of plan is a
401K. Does [Spouse/partner's name] have any defined contribution accounts?
(READ IF NECESSARY: Other plan types include: 403Bs, 457 plans Thrift Savings Plans,
profit sharing, or stock bonus plans)
IF RESPONDENT VOLUNTEERS THAT [Spouse/partner's
name]'S PLAN HAS FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED BENEFIT PLAN,
PLEASE HAVE THEM ANSWER YES TO BOTH QUESTIONS.
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN2 [Default] |
RETIRE_FIN_SP_PEN4 |
Section: Retirement Expectations |
A defined benefit plan promises a specific
monthly amount at retirement. The amount the worker gets is usually calculated
by a fixed formula based on factors such as years of service and salary. Does
[Spouse/partner's name] have any defined benefit plans?
(READ IF NECESSARY: Some people think of this type of plan as a ‘traditional pension
plan.' )
IF RESPONDENT VOLUNTEERS THAT [Spouse/partner's
name]'S PLAN HAS FEATURES OF THIS TYPE OF PLAN AS WELL AS DEFINED CONTRIBUTION
PLAN, PLEASE HAVE THEM ANSWER YES TO BOTH QUESTIONS.
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN3 [Default] |
RETIRE_FIN_SP_PEN5 |
Section: Retirement Expectations |
Does [Spouse/partner's name] have any other
types of retirement plans from [Spouse/partner's name] current or past
employers that we haven't already discussed?
|
1 YES |
|
2 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN4 [Default] |
RETIRE_FIN_SP_PEN3B |
Section: Retirement Expectations |
As we discussed earlier, there are two basic
types of retirement plans.
In a defined contribution plan, money invested in an employer-sponsored account
increases or decreases based on how the market does.
In a defined benefit plan, the amount is determined by a formula based on years
of services and salary.
Some plans combine features of both plans.
Which type of plans does [S/HE] have?
READ IF NECESSARY: Defined contribution plans are also known as a 401K, a 403B, a
457, or a thrift plan. Defined benefit plans are often referred to as
'traditional pension plans'. If [Spouse/partner's name] has a plan with
features of both, please answer yes to both types.
(INTERVIEWER: PLEASE SELECT ALL THAT
APPLY.)
|
1 Defined benefit plan |
|
2 Defined contribution plan / Money
accumulated in account |
|
3 Combined defined benefit and defined
contribution plan |
|
4 Neither |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK2 [1:1] |
RETIRE_FIN_SP_PENCHK3A |
Section: Retirement Expectations |
[{SP_PEN_DB}]==1
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN6
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN5 [Default] |
RETIRE_FIN_SP_PENCHK3D |
Section: Retirement Expectations |
[{SP_PEN_DB}]==1
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN6
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN3B [Default] |
RETIRE_FIN_SP_PENCHK4A |
Section: Retirement Expectations |
[{SP_PEN_DC}]==1
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN11
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK3A [Default],
RETIRE_FIN_SP_PENCHK3D [Default] |
RETIRE_FIN_SP_PEN6 |
Section: Retirement Expectations |
Is [Spouse/partner's name] currently receiving any payments from [his/her] defined
benefit plans?
READ IF NECESSARY: These benefits are determined through a formula involving salary
and years of service. These are also sometimes thought of as Traditional
Retirement Plans. Please include any pension income that you told me about
earlier when I was asking about your income in calendar year 2017.
|
1 YES ...(Go
To RETIRE_FIN_SP_PEN7_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK3A [1:1],
RETIRE_FIN_SP_PENCHK3D [1:1] |
RETIRE_FIN_SP_PEN7_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN7_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN6 [1:1] |
RETIRE_FIN_SP_PEN7 |
Section: Retirement Expectations |
About how much is [S/HE] receiving per month?
|
|
If
Answer = -2 Then Go To RETIRE_FIN_SP_PEN7_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN7_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_REF_1 [Default] |
RETIRE_FIN_SP_PEN7_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SP_PEN7_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN7_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_SR000001 [Default] |
RETIRE_FIN_SP_PEN7_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN8
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_REF_1 [1:1],
RETIRE_FIN_SP_PEN7 [‑1:-1],
RETIRE_FIN_SP_PEN7_SR000002 [‑2:-1] |
RETIRE_FIN_SP_PEN7_UAB_A |
Section: Retirement Expectations |
[(About how much is (he/she) receiving per
month?]
Would it amount to $600 or more?
|
1 YES ...(Go To RETIRE_FIN_SP_PEN7_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SP_PEN7_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_REF_2 [Default] |
RETIRE_FIN_SP_PEN7_UAB_B |
Section: Retirement Expectations |
Would it amount to $250 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_UAB_A [0:0] |
RETIRE_FIN_SP_PEN7_UAB_C |
Section: Retirement Expectations |
Would it amount to $1,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_UAB_A [1:1] |
RETIRE_FIN_SP_PEN8 |
Section: Retirement Expectations |
Does [S/HE] have other defined benefit plans
from which [S/HE] has not started to receive benefits yet?
|
1 YES ...(Go
To RETIRE_FIN_SP_PEN9_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN7_REF_2 [1:1],
RETIRE_FIN_SP_PEN7 [Default],
RETIRE_FIN_SP_PEN7_SR000002 [Default],
RETIRE_FIN_SP_PEN7_UAB_A [Default],
RETIRE_FIN_SP_PEN7_UAB_B [Default],
RETIRE_FIN_SP_PEN7_UAB_C [Default] |
RETIRE_FIN_SP_PEN9_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN9_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN8 [1:1] |
RETIRE_FIN_SP_PEN9 |
Section: Retirement Expectations |
In total, about how much will [S/HE] receive
from these defined benefit plans per month? Please include any amounts [S/HE] is currently receiving from
this type of plan.
|
|
If
Answer = -2 Then Go To RETIRE_FIN_SP_PEN9_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN9_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_REF_1 [Default] |
RETIRE_FIN_SP_PEN9_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SP_PEN9_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN9_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_SR000001 [Default] |
RETIRE_FIN_SP_PEN9_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN10_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_REF_1 [1:1],
RETIRE_FIN_SP_PEN9 [‑1:-1],
RETIRE_FIN_SP_PEN9_SR000002 [‑2:-1] |
RETIRE_FIN_SP_PEN9_UAB_A |
Section: Retirement Expectations |
[(In total, about how much will (he/she) receive
from these defined benefit plans per month? Please include any amounts (he/she)
is currently receiving from this type of plan.)]
Would it amount to $2,500 or more?
|
1 YES ...(Go To RETIRE_FIN_SP_PEN9_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SP_PEN9_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_REF_2 [Default] |
RETIRE_FIN_SP_PEN9_UAB_B |
Section: Retirement Expectations |
Would it amount to $1,200 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_UAB_A [0:0] |
RETIRE_FIN_SP_PEN9_UAB_C |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_UAB_A [1:1] |
RETIRE_FIN_SP_PEN10_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN10_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN9_REF_2 [1:1],
RETIRE_FIN_SP_PEN6 [Default],
RETIRE_FIN_SP_PEN9 [Default],
RETIRE_FIN_SP_PEN9_SR000002 [Default],
RETIRE_FIN_SP_PEN9_UAB_A [Default],
RETIRE_FIN_SP_PEN9_UAB_B [Default],
RETIRE_FIN_SP_PEN9_UAB_C [Default] |
RETIRE_FIN_SP_PENCHK5 |
Section: Retirement Expectations |
[{SP_PEN_DB_NOC}]==0
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN10
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN10_REF_1 [Default] |
RETIRE_FIN_SP_PEN10 |
Section: Retirement Expectations |
In total, about how much does [Spouse/partner's
name] expect to receive from [his/her] defined benefit plans per month in the
future?
|
|
If
Answer = -2 Then Go To RETIRE_FIN_SP_PEN10_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN10_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK5 [1:1] |
RETIRE_FIN_SP_PEN10_SR000001 |
Section: Retirement Expectations |
(READ IF NECESSARY: In total, about how much does [Spouse/partner's name] expect to
receive from [his/her] defined benefit plans per month in the future?)
Can you give me an approximate range for that amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SP_PEN10_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN10_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN10_SR000001 [Default] |
RETIRE_FIN_SP_PEN10_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 ||
[{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 ||
[{retire_fin_pen10_refe}] == -1 || [{retire_fin_pen11_refe}] == -1 ||
[{retire_fin_sp_ss2a_refe}] == -1 || [{retire_fin_sp_ss5_refe}] == -1 ||
[{retire_fin_sp_pen7_refe}] == -1 || [{retire_fin_sp_pen9_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK6
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN10_REF_1 [1:1],
RETIRE_FIN_SP_PEN10 [‑1:-1],
RETIRE_FIN_SP_PEN10_SR000002 [‑2:-1] |
RETIRE_FIN_SP_PEN10_UAB_A |
Section: Retirement Expectations |
(READ IF NECESSARY: In total, about how much does [Spouse/partner's name] expect to
receive from [his/her] defined benefit plans per month in the future?)
Would it amount to $2,500 or more?
|
1 YES ...(Go To RETIRE_FIN_SP_PEN10_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SP_PEN10_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN10_REF_2 [Default] |
RETIRE_FIN_SP_PEN10_UAB_B |
Section: Retirement Expectations |
Would it amount to $1,200 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN10_UAB_C |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK6 |
Section: Retirement Expectations |
([{FIN_R_PENSION}]==1)
If
Answer = 1 Then Go To RETIRE_FIN_SP_PENCHK7B
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN10_REF_2 [1:1],
RETIRE_FIN_SP_PEN8 [Default],
RETIRE_FIN_SP_PENCHK5 [Default],
RETIRE_FIN_SP_PEN10 [Default],
RETIRE_FIN_SP_PEN10_SR000002 [Default],
RETIRE_FIN_SP_PEN10_UAB_A [Default],
RETIRE_FIN_SP_PEN10_UAB_B [Default],
RETIRE_FIN_SP_PEN10_UAB_C [Default] |
RETIRE_FIN_SP_PENCHK7A |
Section: Retirement Expectations |
[{SP_PEN_DC}]==1
If
Answer = 0 Then Go To RETIRE_FIN_OTHER1
If Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK6 [Default] |
RETIRE_FIN_SP_PENCHK7B |
Section: Retirement Expectations |
(INSELECTION([RETIRE_FIN_SP_PEN3B],2))
|| (INSELECTION([RETIRE_FIN_SP_PEN3B],3))
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK6 [1:1],
RETIRE_FIN_SP_PENCHK7A [Default] |
RETIRE_FIN_SP_PEN11_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 ||
[{retire_fin_sp_pen10_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_SP_PEN11_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK7A [1:1],
RETIRE_FIN_SP_PENCHK7B [1:1] |
RETIRE_FIN_SP_PEN11 |
Section: Retirement Expectations |
Now thinking about [his/her] defined
contribution plans, about how much has [Spouse/partner's name] accumulated in
this type of employer-based retirement accounts?
(READ IF NECESSARY: These include 401K, 403B, 457, and Thift
Savings Plans, profit sharing plans, or stock bonus plans.)
|
|
If
Answer = -2 Then Go To RETIRE_FIN_SP_PEN11_SR000001
If Answer = -1 Then Go To RETIRE_FIN_SP_PEN11_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK4A [1:1],
RETIRE_FIN_SP_PEN11_REF_1 [Default] |
RETIRE_FIN_SP_PEN11_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_SP_PEN11_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_SP_PEN11_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN11_SR000001 [Default] |
RETIRE_FIN_SP_PEN11_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}]
== -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}]
== -1 || [{rpensions_refe}] == -1 ||
[{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}]
== -1 || [estimate amount spar received from wages, salary, commissions and
tips from all (other) jobs, before deductions for taxes or anything else] == -1
|| [amount spouse received after expenses from farm/business/professional practice]
== -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}]
== -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1 || [{q13_70_sssp_refe}] == -1 ||
[q13_70_dissp_refe(1)] == -1 || [q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)]
== -1 || [{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 ||
[{retire_fin_pen7_refe}] == -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}]
== -1 || [{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1
|| [{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_OTHER1
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN11_REF_1 [1:1],
RETIRE_FIN_SP_PEN11 [‑1:-1],
RETIRE_FIN_SP_PEN11_SR000002 [‑2:-1] |
RETIRE_FIN_SP_PEN11_UAB_A |
Section: Retirement Expectations |
[(Now thinking about (his/her) defined
contribution plans, about how much has (spouse/partner) accumulated in this
type of employer-based retirement accounts?)]
Would it amount to $6,000 or more?
|
1 YES ...(Go To RETIRE_FIN_SP_PEN11_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_SP_PEN11_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN11_REF_2 [Default] |
RETIRE_FIN_SP_PEN11_UAB_B |
Section: Retirement Expectations |
Would it amount to $2,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PEN11_UAB_C |
Section: Retirement Expectations |
Would it amount to $12,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER1 |
Section: Retirement Expectations |
Finally, are you [or] [Spouse/partner's name]
entitled to any other pension benefits that we haven't talked about, for
example as part of an earlier divorce settlement?
|
1 YES ...(Go
To RETIRE_FIN_OTHER2) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_SP_PENCHK7A [0:0],
RETIRE_FIN_SP_PEN11_REF_2 [1:1],
RETIRE_FIN_SPCHK [Default],
RETIRE_FIN_SP_PEN1 [Default],
RETIRE_FIN_SP_PENCHK4A [Default],
RETIRE_FIN_SP_PENCHK7B [Default],
RETIRE_FIN_SP_PEN11 [Default],
RETIRE_FIN_SP_PEN11_SR000002 [Default],
RETIRE_FIN_SP_PEN11_UAB_A [Default],
RETIRE_FIN_SP_PEN11_UAB_B [Default],
RETIRE_FIN_SP_PEN11_UAB_C [Default] |
RETIRE_FIN_OTHER2 |
Section: Retirement Expectations |
What is the source of these benefits?
(INTERVIEWER: PLEASE SELECT ALL THAT
APPLY.)
|
1 Own
former spouse |
|
2 Spouse/partners
former spouse |
|
3 Other,
specify |
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER1 [1:1] |
RETIRE_FIN_OTHER3_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 || [{retire_fin_pen7_ref}]
== 1 || [{retire_fin_pen9_ref}] == 1 || [{retire_fin_pen10_ref}] == 1 ||
[{retire_fin_pen11_ref}] == 1 || [{retire_fin_sp_ss2a_ref}] == 1 ||
[{retire_fin_sp_ss5_ref}] == 1 || [{retire_fin_sp_pen7_ref}] == 1 ||
[{retire_fin_sp_pen9_ref}] == 1 || [{retire_fin_sp_pen10_ref}] == 1 ||
[{retire_fin_sp_pen11_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_FIN_OTHER3_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER2 [Default] |
RETIRE_FIN_OTHER3 |
Section: Retirement Expectations |
All together, about how much are these benefits worth?
|
|
If
Answer = -2 Then Go To RETIRE_FIN_OTHER3_SR000001
If Answer = -1 Then Go To RETIRE_FIN_OTHER3_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_REF_1 [Default] |
RETIRE_FIN_OTHER3_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_FIN_OTHER3_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_FIN_OTHER3_REF_2
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_SR000001 [Default] |
RETIRE_FIN_OTHER3_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1 ||
[{retire_fin_sp_pen11_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_SAV_INTRO
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_REF_1 [1:1],
RETIRE_FIN_OTHER3 [‑1:-1],
RETIRE_FIN_OTHER3_SR000002 [‑2:-1] |
RETIRE_FIN_OTHER3_UAB_A |
Section: Retirement Expectations |
[(All together, about how much are these
benefits worth?)]
Would it amount to $10,000 or more?
|
1 YES ...(Go To RETIRE_FIN_OTHER3_UAB_C) |
|
0 NO ...(Go
To RETIRE_FIN_OTHER3_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_REF_2 [Default] |
RETIRE_FIN_OTHER3_UAB_B |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_UAB_A [0:0] |
RETIRE_FIN_OTHER3_UAB_C |
Section: Retirement Expectations |
Would it amount to $20,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_UAB_A [1:1] |
RETIRE_SAV_INTRO |
Section: Retirement Expectations |
Now let's talk about any personal savings you
may have accumulated.
Default Next: |
|
Lead-In: |
RETIRE_FIN_OTHER3_REF_2 [1:1],
RETIRE_FIN_OTHER1 [Default],
RETIRE_FIN_OTHER3 [Default],
RETIRE_FIN_OTHER3_SR000002 [Default],
RETIRE_FIN_OTHER3_UAB_A [Default],
RETIRE_FIN_OTHER3_UAB_B [Default],
RETIRE_FIN_OTHER3_UAB_C [Default] |
RETIRE_SAV1 |
Section:
Retirement Expectations |
Earlier in the interview I asked you about
tax-advantaged personal retirement accounts such as IRAs and Keogh plans.
Besides personal retirement accounts of this kind, do you [and]
[Spouse/partner's name] have other savings accounts or financial investments
that you could use in retirement?
(READ IF NECESSARY:
Please include types of plans such as savings, stocks, bonds, untapped
annuities and so forth.)
|
1 YES ...(Go
To RETIRE_SAV2_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV_INTRO [Default] |
RETIRE_SAV2_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 ||
[{retire_fin_sp_pen10_ref}] == 1 || [{retire_fin_sp_pen11_ref}] == 1 ||
[{retire_fin_other3_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_SAV2_REF_2
Default Next: |
|
Lead-In: |
RETIRE_SAV1 [1:1] |
RETIRE_SAV2 |
Section:
Retirement Expectations |
About how much savings do you [and]
[Spouse/partner's name] have in these accounts?
|
|
If Answer =
-2 Then Go To RETIRE_SAV2_SR000001
If Answer = -1 Then Go To RETIRE_SAV2_REF_2
Default Next: |
|
Lead-In: |
RETIRE_SAV2_REF_1 [Default] |
RETIRE_SAV2_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_SAV2_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_SAV2_REF_2
Default Next: |
|
Lead-In: |
RETIRE_SAV2_SR000001 [Default] |
RETIRE_SAV2_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from farm/business/professional
practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 ||
[{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}]
== -1 || [{rpensions_refe}] == -1 ||
[{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from
estates/trusts/inheritances since dli] == -1 || [estimate income received by
respondent/spar in past calendar year] == -1 || [{q13_81_new_refe}] == -1 ||
[{retire_fin_ss2a_refe}] == -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}]
== -1 || [{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1 ||
[{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_SAV3
Default Next: |
|
Lead-In: |
RETIRE_SAV2_REF_1 [1:1],
RETIRE_SAV2 [‑1:-1],
RETIRE_SAV2_SR000002 [‑2:-1] |
RETIRE_SAV2_UAB_A |
Section: Retirement Expectations |
[(About how much savings do you (and your
spouse/partner) have in these accounts?]
Would it amount to $10,000 or more?
|
1 YES ...(Go
To RETIRE_SAV2_UAB_C) |
|
0 NO ...(Go
To RETIRE_SAV2_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_SAV2_REF_2 [Default] |
RETIRE_SAV2_UAB_B |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV2_UAB_A [0:0] |
RETIRE_SAV2_UAB_C |
Section: Retirement Expectations |
Would it amount to $20,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV2_UAB_A [1:1] |
RETIRE_SAV3 |
Section:
Retirement Expectations |
Do you [and] [Spouse/partner's name] have any
other assets such as your vehicles or other real estate that you could sell to
support yourself/yourselves in retirement? Please don't include your primary
residence in this total.
|
1 YES ...(Go
To RETIRE_SAV4) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV2_REF_2 [1:1],
RETIRE_SAV1 [Default],
RETIRE_SAV2 [Default],
RETIRE_SAV2_SR000002 [Default],
RETIRE_SAV2_UAB_A [Default],
RETIRE_SAV2_UAB_B [Default],
RETIRE_SAV2_UAB_C [Default] |
RETIRE_SAV4 |
Section:
Retirement Expectations |
If you sold all of these assets and paid any
debts that you owe on them, would you expect to have money left over, break
even, or be in debt? Again, please don't include your primary residence in this
total.
|
1 Left
over ...(Go To RETIRE_SAV5_REF_1) |
|
2 Break even |
|
3 Be in
debt ...(Go To RETIRE_SAV5_REF_1) |
Default Next: |
|
Lead-In: |
RETIRE_SAV3 [1:1] |
RETIRE_SAV5_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 || [q13_70_dissp_ref(2)]
== 1 || [q13_70_dissp_ref(3)] == 1 || [{q13_70_vetsp_ref}] == 1 || [q13-73
refusal flag] == 1 || [q13-73a refusal flag] == 1 || [q13-75 refusal flag] == 1
|| [{q13_81_new_ref}] == 1 || [{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}]
== 1 || [{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 ||
[{retire_fin_sp_pen10_ref}] == 1 || [{retire_fin_sp_pen11_ref}] == 1 ||
[{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_SAV5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_SAV4 [1:1],
RETIRE_SAV4 [3:3] |
RETIRE_SAV5 |
Section:
Retirement Expectations |
About how much would you [{left_debt_text}]?
|
|
If Answer =
-2 Then Go To RETIRE_SAV5_SR000001
If Answer = -1 Then Go To RETIRE_SAV5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_SAV5_REF_1 [Default] |
RETIRE_SAV5_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_SAV5_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_SAV5_REF_2
Default Next: |
|
Lead-In: |
RETIRE_SAV5_SR000001 [Default] |
RETIRE_SAV5_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1 ||
[{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 ||
[{retire_sav2_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_NFA1
Default Next: |
|
Lead-In: |
RETIRE_SAV5_REF_1 [1:1],
RETIRE_SAV5 [‑1:-1],
RETIRE_SAV5_SR000002 [‑2:-1] |
RETIRE_SAV5_UAB_A |
Section: Retirement Expectations |
[(About how much would you (have left/be in
debt)?)]
Would it amount to $10,000 or more?
|
1 YES ...(Go
To RETIRE_SAV5_UAB_C) |
|
0 NO ...(Go
To RETIRE_SAV5_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_SAV5_REF_2 [Default] |
RETIRE_SAV5_UAB_B |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV5_UAB_A [0:0] |
RETIRE_SAV5_UAB_C |
Section: Retirement Expectations |
Would it amount to $20,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV5_UAB_A [1:1] |
RETIRE_NFA1 |
Section:
Retirement Expectations |
Some people continue to work after they begin
collecting payments from retirement sources, perhaps part-time or at a less
stressful or more rewarding or flexible job. Do you plan to do this?
|
1 YES ...(Go
To RETIRE_NFA2_REF_1) |
|
2 (IF VOLUNTEERED:) YES, ALREADY WORKING AFTER
RETIREMENT ...(Go To RETIRE_NFA2_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_SAV5_REF_2 [1:1],
RETIRE_SAV3 [Default],
RETIRE_SAV4 [Default],
RETIRE_SAV5 [Default],
RETIRE_SAV5_SR000002 [Default],
RETIRE_SAV5_UAB_A [Default],
RETIRE_SAV5_UAB_B [Default],
RETIRE_SAV5_UAB_C [Default] |
RETIRE_NFA2_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 ||
[{retire_fin_sp_pen10_ref}] == 1 || [{retire_fin_sp_pen11_ref}] == 1 ||
[{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1 ||
[{retire_sav5_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_NFA2_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA1 [1:2] |
RETIRE_NFA2 |
Section:
Retirement Expectations |
About how much do you expect to earn per
month in such a job?
|
|
If Answer =
-2 Then Go To RETIRE_NFA2_SR000001
If Answer = -1 Then Go To RETIRE_NFA2_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA2_REF_1 [Default] |
RETIRE_NFA2_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_NFA2_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_NFA2_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA2_SR000001 [Default] |
RETIRE_NFA2_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1 ||
[{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 ||
[{retire_sav2_refe}] == -1 || [{retire_sav5_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_NFA_CHK1
Default Next: |
|
Lead-In: |
RETIRE_NFA2_REF_1 [1:1],
RETIRE_NFA2 [‑1:-1],
RETIRE_NFA2_SR000002 [‑2:-1] |
RETIRE_NFA2_UAB_A |
Section: Retirement Expectations |
[(About how much do you expect to earn per month
at such a job?)]
Would it amount to $600 or more?
|
1 YES ...(Go
To RETIRE_NFA2_UAB_C) |
|
0 NO ...(Go
To RETIRE_NFA2_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_NFA2_REF_2 [Default] |
RETIRE_NFA2_UAB_B |
Section: Retirement Expectations |
Would it amount to $250 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA2_UAB_A [0:0] |
RETIRE_NFA2_UAB_C |
Section: Retirement Expectations |
Would it amount to $1,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA2_UAB_A [1:1] |
RETIRE_NFA_CHK1 |
Section:
Retirement Expectations |
[spouse in hh?]==1 || [partner in hh?]==1
If Answer =
1 Then Go To RETIRE_NFA3
Default Next: |
|
Lead-In: |
RETIRE_NFA2_REF_2 [1:1],
RETIRE_NFA1 [Default],
RETIRE_NFA2 [Default],
RETIRE_NFA2_SR000002 [Default],
RETIRE_NFA2_UAB_A [Default],
RETIRE_NFA2_UAB_B [Default],
RETIRE_NFA2_UAB_C [Default] |
RETIRE_NFA3 |
Section:
Retirement Expectations |
Does [Spouse/partner's name] plan to work after
collecting payments from retirement sources?
|
1 YES ...(Go
To RETIRE_NFA4_REF_1) |
|
2 (IF VOLUNTEERED:) YES, ALREADY WORKING AFTER
RETIREMENT ...(Go To RETIRE_NFA4_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA_CHK1 [1:1] |
RETIRE_NFA4_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 ||
[{retire_fin_sp_pen10_ref}] == 1 || [{retire_fin_sp_pen11_ref}] == 1 ||
[{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1 ||
[{retire_sav5_ref}] == 1 || [{retire_nfa2_ref}] == 1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_NFA4_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA3 [1:1],
RETIRE_NFA3 [2:2] |
RETIRE_NFA4 |
Section:
Retirement Expectations |
About how much [(do you expect/is)] [S/HE]
[(will earn/earning)] per month
[(in such a job/in " + [his/her] + " job)]?
|
|
If Answer =
-2 Then Go To RETIRE_NFA4_SR000001
If Answer = -1 Then Go To RETIRE_NFA4_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA4_REF_1 [Default] |
RETIRE_NFA4_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_NFA4_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_NFA4_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA4_SR000001 [Default] |
RETIRE_NFA4_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1 ||
[{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 ||
[{retire_sav2_refe}] == -1 || [{retire_sav5_refe}] == -1 ||
[{retire_nfa2_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_NFA5
Default Next: |
|
Lead-In: |
RETIRE_NFA4_REF_1 [1:1],
RETIRE_NFA4 [‑1:-1],
RETIRE_NFA4_SR000002 [‑2:-1] |
RETIRE_NFA4_UAB_A |
Section: Retirement Expectations |
[(About how much do you expect that (he/she)
will earn per month in such a job?)]
Would it amount to $600 or more?
|
1 YES ...(Go
To RETIRE_NFA4_UAB_C) |
|
0 NO ...(Go
To RETIRE_NFA4_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_NFA4_REF_2 [Default] |
RETIRE_NFA4_UAB_B |
Section: Retirement Expectations |
Would it amount to $250 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA4_UAB_A [0:0] |
RETIRE_NFA4_UAB_C |
Section: Retirement Expectations |
Would it amount to $1,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA4_UAB_A [1:1] |
RETIRE_NFA5 |
Section:
Retirement Expectations |
Do you [or] [Spouse/partner's name] expect to
get any financial support from your family when you are older?
(INTERVIEWER: PLEASE DO NOT INCLUDE ANY POTENTIAL INHERITANCES.)
|
1 YES ...(Go
To RETIRE_NFA6_REF_1) |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA4_REF_2 [1:1],
RETIRE_NFA_CHK1 [Default],
RETIRE_NFA3 [Default],
RETIRE_NFA4 [Default],
RETIRE_NFA4_SR000002 [Default],
RETIRE_NFA4_UAB_A [Default],
RETIRE_NFA4_UAB_B [Default],
RETIRE_NFA4_UAB_C [Default] |
RETIRE_NFA6_REF_1 |
Section: Retirement Expectations |
([q13-5 refusal flag] == 1 || [q13-9 refusal
flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1
|| [{rannuities_ref}] == 1 || [{rpensions_ref}]
== 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 ||
[q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}]
== 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 ||
[{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}]
== 1 || [{q13_70_sssp_ref}] == 1 || [q13_70_dissp_ref(1)] == 1 ||
[q13_70_dissp_ref(2)] == 1 || [q13_70_dissp_ref(3)] == 1 ||
[{q13_70_vetsp_ref}] == 1 || [q13-73 refusal flag] == 1 || [q13-73a refusal
flag] == 1 || [q13-75 refusal flag] == 1 || [{q13_81_new_ref}] == 1 ||
[{retire_fin_ss2a_ref}] == 1 || [{retire_fin_ss5_ref}] == 1 ||
[{retire_fin_pen7_ref}] == 1 || [{retire_fin_pen9_ref}] == 1 ||
[{retire_fin_pen10_ref}] == 1 || [{retire_fin_pen11_ref}] == 1 ||
[{retire_fin_sp_ss2a_ref}] == 1 || [{retire_fin_sp_ss5_ref}] == 1 ||
[{retire_fin_sp_pen7_ref}] == 1 || [{retire_fin_sp_pen9_ref}] == 1 ||
[{retire_fin_sp_pen10_ref}] == 1 || [{retire_fin_sp_pen11_ref}] == 1 ||
[{retire_fin_other3_ref}] == 1 || [{retire_sav2_ref}] == 1 ||
[{retire_sav5_ref}] == 1 || [{retire_nfa2_ref}] == 1 || [{retire_nfa4_ref}] ==
1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_NFA6_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA5 [1:1] |
RETIRE_NFA6 |
Section:
Retirement Expectations |
About how much would this be?
|
|
RETIRE_NFA7 |
Section:
Retirement Expectations |
CHOOSE UNIT:
|
1 ONE
TIME |
|
2 MONTH |
|
3 YEAR |
If Answer = -2 Then Go To RETIRE_NFA6_SR000001
If Answer = -1 Then Go To RETIRE_NFA6_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA6 [Default] |
RETIRE_NFA6_SR000001 |
Section: Retirement Expectations |
Can you give me an approximate range for that
amount?
(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO
REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER
AND LOWER RANGE IF A SPECIFIC NUMBER.)
More than: |
|
RETIRE_NFA6_SR000002 |
Section: Retirement Expectations |
Less than: |
|
If
Answer >= -2 AND Answer <= -1 Then Go To RETIRE_NFA6_REF_2
Default Next: |
|
Lead-In: |
RETIRE_NFA6_SR000001 [Default] |
RETIRE_NFA6_REF_2 |
Section: Retirement Expectations |
([estimate amount of total income from wages and
salary in past calendar year] == -1 || [estimate income from
farm/business/professional practice in past calendar year] == -1 ||
[{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}]
== -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 ||
[q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 ||
[{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages,
salary, commissions and tips from all (other) jobs, before deductions for taxes
or anything else] == -1 || [amount spouse received after expenses from
farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 ||
[{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}]
== -1 || [{sppensions_refe}] == -1 ||
[{q13_70_sssp_refe}] == -1 || [q13_70_dissp_refe(1)] == -1 ||
[q13_70_dissp_refe(2)] == -1 || [q13_70_dissp_refe(3)] == -1 ||
[{q13_70_vetsp_refe}] == -1 || [estimate market value or amount that
respondent/spar received since dli from estates/trusts/inheritances] == -1 ||
[estimate market value respondent/spar received from estates/trusts/inheritances
since dli] == -1 || [estimate income received by respondent/spar in past
calendar year] == -1 || [{q13_81_new_refe}] == -1 || [{retire_fin_ss2a_refe}]
== -1 || [{retire_fin_ss5_refe}] == -1 || [{retire_fin_pen7_refe}] == -1 ||
[{retire_fin_pen9_refe}] == -1 || [{retire_fin_pen10_refe}] == -1 ||
[{retire_fin_pen11_refe}] == -1 || [{retire_fin_sp_ss2a_refe}] == -1 ||
[{retire_fin_sp_ss5_refe}] == -1 || [{retire_fin_sp_pen7_refe}] == -1 ||
[{retire_fin_sp_pen9_refe}] == -1 || [{retire_fin_sp_pen10_refe}] == -1 ||
[{retire_fin_sp_pen11_refe}] == -1 || [{retire_fin_other3_refe}] == -1 ||
[{retire_sav2_refe}] == -1 || [{retire_sav5_refe}] == -1 ||
[{retire_nfa2_refe}] == -1 || [{retire_nfa4_refe}] == -1)
COMMENT: R already refuse previous estimates?
If
Answer = 1 Then Go To RETIRE_EXP_P2_3
Default Next: |
|
Lead-In: |
RETIRE_NFA6_REF_1 [1:1],
RETIRE_NFA7 [‑1:-1],
RETIRE_NFA6_SR000002 [‑2:-1] |
RETIRE_NFA6_UAB_A |
Section: Retirement Expectations |
Would it amount to $10,000 or more?
|
1 YES ...(Go
To RETIRE_NFA6_UAB_C) |
|
0 NO ...(Go
To RETIRE_NFA6_UAB_B) |
Default Next: |
|
Lead-In: |
RETIRE_NFA6_REF_2 [Default] |
RETIRE_NFA6_UAB_B |
Section: Retirement Expectations |
Would it amount to $5,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA6_UAB_A [0:0] |
RETIRE_NFA6_UAB_C |
Section: Retirement Expectations |
Would it amount to $20,000 or more?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_NFA6_UAB_A [1:1] |
RETIRE_EXP_P2_3 |
Section:
Retirement Expectations |
People begin learning about and preparing for
retirement at different ages and in different ways. How much planning have you
done for your retirement? Would you say you have done...
|
1 None |
|
2 A
little bit |
|
3 A
fair amount |
|
4 A
great deal |
Default Next: |
|
Lead-In: |
RETIRE_NFA6_REF_2 [1:1],
RETIRE_NFA5 [Default],
RETIRE_NFA7 [Default],
RETIRE_NFA6_SR000002 [Default],
RETIRE_NFA6_UAB_A [Default],
RETIRE_NFA6_UAB_B [Default],
RETIRE_NFA6_UAB_C [Default] |
RETIRE_EXP_P2_E_INTRO |
Section: Retirement Expectations |
Now, I have some questions about how likely you
think various events might be. When I ask a question I'd like for you to give
me a number from 0 to 100, where "0" means that you think there is absolutely
no chance the event will occur, and "100" means that you think the
event is absolutely sure to happen.
READ IF NECESSARY: For example, no one can ever be sure about tomorrow's weather,
but if you think that rain is very unlikely tomorrow, you might say that there
is a 10 percent chance of rain. If you think there is a very good chance that
it will rain tomorrow, you might say that there is an 80 percent chance of
rain. If you are positive that it will rain tomorrow, you would say there is a
100 percent chance of rain.
Default Next: |
|
Lead-In: |
RETIRE_EXP_P2_3 [Default] |
RETIRE_EXP_P2_E_CHK1 |
Section: Retirement Expectations |
([R's age] >= 62)
If
Answer = 1 Then Go To RETIRE_EXP_P2_E2
Default Next: |
|
Lead-In: |
RETIRE_EXP_P2_E_INTRO [Default] |
RETIRE_EXP_P2_E1 |
Section: Retirement Expectations |
[(Thinking about employment in general and not
just your present job,) what] do you think the chances are that you will be
working full-time after you reach age 62?
READ IF NECESSARY:
As a reminder, I'd like for you to give me a number from 0 to 100, where
"0" means that you think there is absolutely no chance the event will
occur, and "100" means that you think the event is absolutely sure to
happen.
For example, no one can ever be sure about tomorrow's weather, but if you think
that rain is very unlikely tomorrow, you might say that there is a 10 percent
chance of rain. If you think there is a very good chance that it will rain
tomorrow, you might say that there is an 80 percent chance of rain. If you are
positive that it will rain tomorrow, you would say there is a 100 percent
chance of rain.
ENTER 0 TO 100: |
|
If Answer =
0 Then Go To RETIRE_EXP_P2_E3
Default Next: |
|
Lead-In: |
RETIRE_EXP_P2_E_CHK1 [Default] |
RETIRE_EXP_P2_E2 |
Section: Retirement Expectations |
What do you think the chances are that you will
be working full-time after you reach age 65?
READ IF NECESSARY:
As a reminder, I'd like for you to give me a number from 0 to 100, where
"0" means that you think there is absolutely no chance the event will
occur, and "100" means that you think the event is absolutely sure to
happen.
For example, no one can ever be sure about tomorrow's weather, but if you think
that rain is very unlikely tomorrow, you might say that there is a 10 percent
chance of rain. If you think there is a very good chance that it will rain
tomorrow, you might say that there is an 80 percent chance of rain. If you are
positive that it will rain tomorrow, you would say there is a 100 percent
chance of rain.
ENTER 0 TO 100: |
|
Default Next: |
|
Lead-In: |
RETIRE_EXP_P2_E_CHK1 [1:1],
RETIRE_EXP_P2_E1 [Default] |
RETIRE_EXP_P2_E3 |
Section: Retirement Expectations |
What do you think the chances are that your
health will limit your work activity during the next 10 years?
ENTER 0 TO 100: |
|
RETIRE_EXP_P2_E7 |
Section: Retirement Expectations |
What do you think the chances are that you will
live to be 75 or more?
ENTER 0 TO 100: |
|
RETIRE_EXP_P2_E9 |
Section: Retirement Expectations |
What do you think the chances are that you will
ever have to move to a nursing home?
ENTER 0 TO 100: |
|
Default Next: |
|
Lead-In: |
RETIRE_EXP_P2_E7 [Default] |
RETIRE_EXP_P3_CHK |
Section: Retirement Expectations |
[{KEY_EMPLOYED}]==1
If
Answer = 1 Then Go To RETIRE_EXP_P3_CHK2
Default Next: |
|
Lead-In: |
RETIRE_EXP_P2_E9 [Default] |
RETIRE_EXP_P3_CHK2 |
Section: Retirement Expectations |
[r has no health care
coverage?]==1
COMMENT: R receives health insurance from employer
If
Answer = 1 Then Go To RETIRE_EXP_P3_E1
Default Next: |
|
Lead-In: |
RETIRE_EXP_P3_CHK [1:1] |
RETIRE_EXP_P3_E1 |
Section: Retirement Expectations |
Right now, would you like to leave work
altogether, but plan to keep working because you need health insurance?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_EXP_P3_CHK2 [1:1] |
RETIRE_EXP_P3_E2 |
Section: Retirement Expectations |
Right now, would you like to leave work
altogether, but plan to keep working because you need the money?
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
RETIRE_EXP_P3_CHK2 [Default],
RETIRE_EXP_P3_E1 [Default] |
RETIRE_SS_KNLDG_SPCHK |
Section: Retirement Expectations |
[spouse in hh?]==1
If
Answer = 1 Then Go To RETIRE_SS_KNLDG1
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RETIRE_EXP_P3_CHK [Default],
RETIRE_EXP_P3_E2 [Default] |
RETIRE_SS_KNLDG1 |
Section: Retirement Expectations |
Between you and your spouse, on average over
your working life whose annual earnings would you say were higher?
|
1 Myself |
|
2 My
spouse |
|
3 Both
about the same |
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4 Varies |
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RETIRE_SS_KNLDG_SPCHK [1:1] |
RETIRE_SS_KNLDG2 |
Section: Retirement Expectations |
Next, please tell us if you believe the
following statements to be True or False.
|
-
Social Security benefits are not affected by the age at which someone starts
claiming. |
|
-
Social Security benefits have to be claimed as soon as someone retires. |
|
-
If people are not eligible for Social Security benefits because they did not
work for pay, they could still receive benefits if their spouse qualifies for
Social Security benefits. |
|
-
A spouse’s decision about when to claim Social Security benefits may affect
the amount of benefits the other spouse receives. |
|
1 True |
|
0 False |
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RETIRE_SS_KNLDG_SPCHK [Default],
RETIRE_SS_KNLDG1 [Default] |
RETIRE_SS_KNLDG3 |
Section: Retirement Expectations |
Social Security uses the term Full Retirement
Age as the age at which a person can receive full retirement benefits. That age
for someone with your birth year is between 66 ˝ and 67 years old. Consider a
person who claims Social Security benefits before reaching Full Retirement Age, but continues
working up to Full Retirement Age. How do you think working before reaching Full Retirement Age may affect their
benefits before they reach Full
Retirement Age?
INTERVIEWER: THE SOCIAL SECURITY ADMINISTRATION IS
INTERESTED IN R'S KNOWLEDGE OF HOW THE SYSTEM WORKS. IF R DOES NOT KNOW, THEN
SIMPLY SELECT DON'T KNOW.
|
1 Their
benefits will decrease |
|
2 Stay
the same |
|
3 Increase |
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RETIRE_SS_KNLDG2 [Default] |
RETIRE_SS_KNLDG4 |
Section: Retirement Expectations |
How do you think working before reaching Full
Retirement Age may affect their benefits after
they reach Full Retirement Age?
INTERVIEWER: THE SOCIAL SECURITY ADMINISTRATION IS
INTERESTED IN R'S KNOWLEDGE OF HOW THE SYSTEM WORKS. IF R DOES NOT KNOW, THEN
SIMPLY SELECT DON'T KNOW.
|
1 Their
benefits will decrease |
|
2 Stay
the same |
|
3 Increase |
Default Next: |
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RETIRE_SS_KNLDG3 [Default] |